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Best PracticesJanuary 2025

Phone Tag is a Care Delay: The Hidden Cost of Back-and-Forth Scheduling

When patients and staff miss each other, every callback attempt becomes hidden work and patients wait longer for care. Here's why phone tag happens, what it costs, and how to replace it with modern scheduling workflows.

Key Takeaways

  • >Phone tag creates hidden work: multiple call attempts, voicemails, follow-ups, documentation, and re-triage.
  • >Patients don't experience phone tag as "a missed call." They experience it as waiting for care.
  • >The solution isn't "call more" or "call less." It's to redesign your scheduling to support asynchronous completion through self-service options, scheduled callbacks, and structured intake that doesn't require perfect timing.

How phone tag happens in healthcare scheduling workflows

Phone tag is several common patterns:

Pattern 1: Referral intake with outbound calls

A referral arrives, and your team calls the patient to schedule. The patient is at work, doesn't recognize the number or it's filtered, has voicemail full, answers but can't talk, or needs to "check" (calendar, transport, childcare, etc) and call back. The scheduling team tries again later... and the cycle repeats.

Pattern 2: "We need one more detail" calls

The patient appointment request is missing something necessary, or the request preferences can't be exactly accommodated preferred time/day is unavailable, insurance or prior auth status, referral documentation, clinical details for the correct visit type, etc. So the scheduler calls to gather details. If they miss the patient, the work stalls.

Pattern 3: Multi-department coordination

Complex appointments require coordination across specialty clinics, imaging, procedure units, lab, and pre-op assessment. If the patient needs to confirm multiple times or locations with multiple schedulers, the chance of missed calls increases dramatically.

Pattern 4: Callbacks after abandonment

Here's the extreme. The patient tries online scheduling, but can't complete it. Then they call, but abandon due to hold time. They either request a callback then (if the phone system allows it) or go back online and complete a callback form. Either way, a callback is created, and when it occurs the patient may not be available.

Why phone tag is so costly

1

Every "attempt" is real labor

A typical call attempt requires multiple steps: reviewing the referral or prior notes, understanding what needs to be scheduled, searching for scheduling options, placing the outbound call, leaving a voicemail, documenting the attempt, setting the next follow-up, and re-orienting back to the next task. Multiply that by two or three attempts per patient and you have a major, invisible workload.

2

It inflates wait time and hides where the delay is

From the patient's point of view: they were referred, they're waiting, they don't know what happens next. From the organization's point of view, the referral is "in progress," but the work is stalled in repeated contact attempts.

3

It increases leakage

Some patients may give up and seek care elsewhere, walk into urgent care or the ED, or postpone care until symptoms worsen. Phone tag has then become an access failure mode.

4

It's a poor experience even when it "works"

Even when the patient eventually connects, they often feel they're being chased, they have to repeat themselves, and they're fitting into the system instead of the system fitting into them.

The Primary Design Principle That Eliminates Phone Tag

Don't require perfect timing to complete scheduling. If any part of your scheduling requires a synchronous event ("we must talk live to finish"), you will have phone tag. Instead, build your processes and tools to allow for asynchronous workflows.

Practical ways to replace phone tag

1

Offer a "Schedule Now" 24/7 option

For eligible appointment types, send the patient a secure site that allows them to pick from available provider slots, choose location preferences, confirm demographics and contact information, and receive instructions and confirmations immediately. This single change will eliminate countless phone tag attempts.

2

Let patients pick a callback window

A "we'll call you" workflow only works if the patient is free at the moment of the call. Instead, allow the patient to select a window: "Call me today, 2 to 3pm," "Call me at lunchtime," or (depending on your patient demographics) "Text me to coordinate instead."

3

Use asynchronous intake to collect missing details

If a common issue is "we need one more piece of information," don't rely on a live call. Use secure structured intake via a SMS text message link, a portal message, or a short web form. The goal is to move from phone and voicemail to structured data.

What to measure

To identify problems and track progress with reducing phone tag work, here are several metrics to track. They cover both the attempts and the completion events:

Attempts-to-schedule ratio

Average number of contact attempts per completed appointment

Referral-to-scheduled time

Median time from referral receipt to booked appointment

Callback completion rate

Percent of callbacks that successfully connect on the first attempt

Voicemail rate

Percent of calls reaching voicemail

Channel shifts

Percent of scheduling episodes completed via self-service or SMS after an initial outreach

The Bottom Line

Phone tag is truly capacity loss for staff and delay for patients. If your teams are spending time each day making outbound attempts and leaving voicemails, that's an operational workflow design problem to be addressed.

Modern access solutions replace phone tag by enabling self-service scheduling, asynchronous information gathering, and automation for routine tasks. That's how you reduce staff burden and help patients get care faster.

References

  1. Griffith KN, et al. "Call Center Performance Affects Patient Perceptions of Access and Satisfaction." American Journal of Managed Care (2019). pmc.ncbi.nlm.nih.gov
  2. Centers for Medicare & Medicaid Services (CMS). "Part C and Part D Call Center Monitoring." cms.gov
  3. Mehrotra A, Forrest CB, Lin CY. "Dropping the Baton: Specialty Referrals in the United States." Milbank Quarterly (2011). pmc.ncbi.nlm.nih.gov
  4. Eschler J, et al. "Designing Asynchronous Communication Tools for Optimization of Patient-Clinician Coordination." AMIA Annual Symposium Proceedings (2015). pmc.ncbi.nlm.nih.gov
  5. Gurol-Urganci I, et al. "Mobile phone messaging reminders for attendance at healthcare appointments." Cochrane Database of Systematic Reviews (2013). pmc.ncbi.nlm.nih.gov
  6. Tarabichi Y, et al. "Reducing Disparities in No Show Rates Using Predictive Model-Driven Live Appointment Reminders." Journal of General Internal Medicine (2023). pmc.ncbi.nlm.nih.gov
  7. Strawley C, Richwine C. "Individuals' Access and Use of Patient Portals and Smartphone Health Apps, 2022." ONC Data Brief No. 69 (2023). healthit.gov
  8. Kammrath Betancor PK, et al. "Efficient patient care in the digital age: impact of online appointment scheduling..." Frontiers in Public Health (2025). pmc.ncbi.nlm.nih.gov